Insured Solutions Director - Vice President/Executive Director
Core
Drive revenue growth and sales activity for Insurance-based products (Annuities, Life Insurance, Disability, Property & Casualty) across a specific territory by partnering with Financial Advisors and Regional Management.
Role type
Senior IC sales director / VP / Executive Director
Builds
Sales pipelines and market penetration for non-banking insurance products
Domain
Wealth Management / Insurance Distribution
Required skills
Sales leadership, territory management, data-driven segmentation, stakeholder partnership, presentation skills, project management
Preferred skills
Advanced designations (CFA, etc.), deep familiarity with Morgan Stanley branch network
Technologies
Salesforce
Responsibilities
Drive utilization of Insured Solutions business within assigned coverage area; Partner with Regional Management and Product teams to identify sales opportunities; Ensure effective territory coverage through data analysis; Partner with Financial Advisors to enhance product knowledge; Manage initiatives and tactical activities leveraging Salesforce
Seniority
Senior, hands-on IC / Management
